Canoe Intelligence announced a document integration with Schwab Advisor Services.
Published
Signal category
Products & Services
Quote
“We also announced a document integration with Schwab Advisor Services, making it even easier for advisors to access and process critical alts documents.”
— Canoe Intelligence team
Company
Canoe Intelligence
Guiding the investment industry forward with smarter alts management
- Industry
- Financial Services
- Location
- New York, US
- Company size
- 212 employees
Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their businesses. Our mission is to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators, and wealth managers. In 2013, Canoe was incubated within a private investment firm, Portage Partners, and evolved into the firm’s operating backbone. To this day, Portage does not employ any middle or back office professionals and instead relies solely on Canoe. In 2017, Canoe spun out and began offering its scalable solution to managing complex alternative investment documents and data in 2018. Since the beginning, we’ve maintained a focused, client-first approach to building and enhancing our technology and will continue to do so.
Founded 2017